Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.621 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49513.82 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43511.25 Kr¶
PnL: ---------------------------------------> -1364.33 Kr¶
DD now: ---------------------------------> -6.789 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 15:34:07.333711'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.790000 | 1526.000000 | 103.000000 | 7.240000 | 1423.000014 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.820000 | 917.520000 | 5.520000 | 0.610000 | 912.000000 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| BioGaia B | 8 | 2.180000 | 899.200000 | -4.800000 | -0.530000 | 904.000000 |
| Atrium Ljungberg B | 5 | 0.340000 | 897.000000 | -7.000000 | -0.770000 | 904.000000 |
| Profoto Holding | 7 | -2.150000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.570000 | 983.200000 | -9.800000 | -0.990000 | 993.000000 |
| AcadeMedia | 20 | -0.620000 | 964.000000 | -14.000000 | -1.430000 | 978.000000 |
| Biotage | 1 | -5.420000 | 134.300000 | -14.700000 | -9.870000 | 149.000000 |
| JM | 7 | -0.820000 | 932.400000 | -17.600000 | -1.850000 | 950.000002 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| OX2 | 12 | -1.790000 | 890.400000 | -18.600000 | -2.050000 | 909.000000 |
| Vitrolife | 3 | 0.000000 | 657.000000 | -20.000000 | -2.950000 | 677.000001 |
| Addnode Group B | 7 | -0.320000 | 884.800000 | -20.200000 | -2.230000 | 904.999998 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Bufab | 3 | -0.740000 | 1051.800000 | -24.200000 | -2.250000 | 1076.000001 |
| Latour B | 4 | -1.930000 | 831.600000 | -24.400000 | -2.850000 | 856.000000 |
| Investor B | 3 | -0.820000 | 632.400000 | -25.600000 | -3.890000 | 657.999999 |
| Vitec Software Group B | 2 | -2.440000 | 1078.000000 | -26.000000 | -2.360000 | 1104.000000 |
| Hexatronic Group | 15 | -0.200000 | 1042.500000 | -28.500000 | -2.660000 | 1071.000000 |
| Sandvik | 4 | 0.050000 | 818.800000 | -29.200000 | -3.440000 | 848.000000 |
| Hoist Finance | 36 | 0.740000 | 979.200000 | -31.800000 | -3.150000 | 1010.999988 |
| INVISIO | 15 | -0.420000 | 3540.000000 | -32.000000 | -0.900000 | 3571.999995 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Sagax B | 4 | -2.350000 | 847.600000 | -37.400000 | -4.230000 | 885.000000 |
| Alimak Group | 12 | -0.620000 | 966.000000 | -41.000000 | -4.070000 | 1007.000004 |
| Byggmax Group | 33 | -1.200000 | 924.660000 | -42.340000 | -4.380000 | 966.999990 |
| SKF B | 5 | -1.210000 | 937.000000 | -43.000000 | -4.390000 | 980.000000 |
| EQT | 4 | -2.920000 | 824.400000 | -48.600000 | -5.570000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -1.190000 | 897.600000 | -53.400000 | -5.620000 | 951.000000 |
| Catena | 2 | -0.580000 | 752.000000 | -54.000000 | -6.700000 | 806.000000 |
| HEXPOL B | 8 | -5.350000 | 891.200000 | -65.800000 | -6.880000 | 957.000000 |
| Orrön Energy | 170 | -3.720000 | 1977.950000 | -68.050000 | -3.330000 | 2045.999980 |
| Hexagon B | 26 | -1.690000 | 3326.700000 | -93.300000 | -2.730000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.800000 | 2585.400000 | -398.180000 | -13.350000 | 2983.577733 |
| TOTAL | 43511.250000 | -1364.330000 | -6.78936% | 44875.578016 |
Updated:¶
'2023-06-21 15:34:23.873337'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
